Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Previous Views

This Too Shall Pass

Nov 09 2016

 In this week’s Weekly Insights:

– This Too Shall Pass
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

How Long The Buyers’ Strike?

Nov 02 2016

In this week’s Weekly Insights:

– How Long The Buyers’ Strike?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Opportunity Comes With Patience

Oct 26 2016

Opportunity Comes With Patience

In this week’s Weekly Insights:

– IPO Monitor
– Opportunity Comes With Patience
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Crude Oil, The New Fool’s Gold?

Oct 19 2016

 In this week’s Weekly Insights:

– Cautious Seems Best
– Crude Oil, The New Fool’s Gold?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Recurring Themes

Oct 12 2016

In this week’s Weekly Insights:

– Recurring Themes
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

The Future Has Arrived In Australia

Sep 28 2016

 In this week’s Weekly Analysis:

– The Future Has Arrived In Australia
– No Update Next Week
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

All About Bonds (And Central Banks)

Sep 21 2016

 In this week’s Weekly Analysis:

– All About Bonds (And Central Banks)
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

September Weakness: More Than Meets The Eye

Sep 14 2016

In this week’s Weekly Insights:

– September Weakness: More Than Meets The Eye
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV

August 2016 Reviewed: The Same, The New, The Numbers

Sep 07 2016

In this week’s Weekly Insights:

– August 2016 Reviewed: The Same, The New, The Numbers
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Cost Reductions Versus Top Line Stasis

Aug 31 2016

 In this week’s Weekly Insights:

– Cost Reductions Versus Top Line Stasis
– Reporting Season: The Final Verdict
– Aged Care: Cheap For A Reason
– Most Highly Rated Stocks
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV

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Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (bi-weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

Online seems the way to go, for the time being.

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